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Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
+3.08%
1 Year Est. Return
+19.69%
3 Year Est. Return
+44.81%
5 Year Est. Return
+53.26%
10 Year Est. Return
+215.07%
AUM
$360M
AUM Growth
+$6.43M
Cap. Flow
+$892K
Cap. Flow %
0.25%
Top 10 Hldgs %
31.95%
Holding
429
New
12
Increased
47
Reduced
80
Closed
19

Top Buys

Rank Stock Value
1
STT icon
State Street
STT
+$2.27M
2
SCHW
Charles Schwab
SCHW
+$1.24M
3
SOFI icon
SoFi Technologies
SOFI
+$965K
4
ASML icon
ASML
ASML
+$642K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$435K

Top Sells

Rank Stock Value
1
FSLR icon
First Solar
FSLR
+$824K
2
CMG icon
Chipotle Mexican Grill
CMG
+$781K
3
LULU icon
lululemon athletica
LULU
+$678K
4
AWK icon
American Water Works
AWK
+$518K
5
KAI icon
Kadant
KAI
+$509K

Sector Composition

Rank Sector Weight
1 Technology 38.52%
2 Healthcare 14.32%
3 Financials 9.85%
4 Industrials 9.36%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
151
Emerson Electric
EMR
$85B
$155K 0.04%
1,168
– –
CAT icon
152
Caterpillar
CAT
$387B
$155K 0.04%
270
-8
-3% -$4.45K
SHW icon
153
Sherwin-Williams
SHW
$87.4B
$153K 0.04%
473
– –
WFC icon
154
Wells Fargo
WFC
$263B
$148K 0.04%
1,591
– –
UTHR icon
155
United Therapeutics
UTHR
$26.1B
$146K 0.04%
300
– –
VRTX icon
156
Vertex Pharmaceuticals
VRTX
$124B
$146K 0.04%
322
– –
BMY icon
157
Bristol-Myers Squibb
BMY
$130B
$145K 0.04%
2,680
-241
-8% -$11.6K
MSCI icon
158
MSCI
MSCI
$42.1B
$141K 0.04%
245
– –
NSC icon
159
Norfolk Southern
NSC
$76.1B
$137K 0.04%
474
– –
ETN icon
160
Eaton
ETN
$150B
$135K 0.04%
423
+200
+90% +$70.9K
NEA icon
161
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$128K 0.04%
10,971
– –
MAR icon
162
Marriott International
MAR
$101B
$126K 0.03%
405
+40
+11% +$11.4K
DOV icon
163
Dover
DOV
$27.4B
$124K 0.03%
633
– –
BNY
164
Bank of New York Mellon
BNY
$106B
$122K 0.03%
1,052
– –
MCHP icon
165
Microchip Technology
MCHP
$41.1B
$120K 0.03%
1,890
– –
AJG icon
166
Arthur J. Gallagher & Co
AJG
$68.2B
$117K 0.03%
451
– –
YUM icon
167
Yum! Brands
YUM
$41.4B
$112K 0.03%
738
– –
TNC icon
168
Tennant Co
TNC
$1.5B
$104K 0.03%
1,415
-1
-0.1% -$76
CARR icon
169
Carrier Global
CARR
$52.5B
$104K 0.03%
1,962
– –
XYL icon
170
Xylem
XYL
$29.7B
$103K 0.03%
754
+60
+9% +$8.63K
XLU icon
171
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$102K 0.03%
2,400
– –
SNPS icon
172
Synopsys
SNPS
$73.5B
$101K 0.03%
214
-8
-4% -$3.55K
VTEB icon
173
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$99.3K 0.03%
1,974
– –
PANW icon
174
Palo Alto Networks
PANW
$260B
$98.4K 0.03%
534
– –
GWW icon
175
W.W. Grainger
GWW
$66B
$96.9K 0.03%
96
– –
5 6
7
8 9

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SWM
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LW
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PWAC
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SFP
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AWP
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Clean Yield Group's Q4 2025 Portfolio in Review

As of Q4 2025, Clean Yield Group held 429 positions worth $360M, up 1.8% from $354M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Clean Yield Group's Q4 2025 filing shows 12 new, 47 increased, 80 reduced and 19 closed positions. Its largest new stake was SoFi Technologies: 34,616 shares worth $906K. The largest sale was First Solar, an estimated $824K.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 38% a quarter earlier, followed by Healthcare and Financials.

  • Clean Yield Group's largest Q4 2025 buy was SoFi Technologies: 34,616 shares worth $906K.
  • Clean Yield Group added most to State Street in Q4 2025, an estimated $2.27M increase.
  • Clean Yield Group's biggest Q4 2025 reduction was First Solar, cutting an estimated $824K.
  • Clean Yield Group fully exited Palantir in Q4 2025, selling an estimated $201K.
  • Clean Yield Group's ten largest holdings make up 32% of its $360M portfolio in Q4 2025.
  • Clean Yield Group opened 12 new positions and closed 19 in Q4 2025.
  • Clean Yield Group's portfolio value rose 1.8% quarter-over-quarter to $360M.

Based on Clean Yield Group's 13F filing for Q4 2025, filed 26 Jan 2026.